Company Profile Setup

To access the Company Profile Setup, click File -> Setup, then in the list on the left click Company Profile.
companyprofilemenu2companyprofilemenu3

  • Double click a profile to display it’s details.
    companyprofilesetup2
  • The only fields you can change on this screen are:
    • Dealer Number
    • Telephone
    • Last Name
    • First Name
    • Fax
    • Vendor ID
    • Tax ID
    • E-mail information
    • Web site
    • Company Logo
    • Lot Name
    • Garage Name

Email

Dealer Information

  • Web Site – Enter a web site address here.   This will print on various forms and reports.
  • Company Logo – Use the browse button to load a company logo image file to be used on various forms and reports.  The file needs to be in JPG format and should not be too large of a resolution.  If the file is too large, it will alter the look of the reports or forms where it will be displayed.
  • Lot Name – Enter an alias for this company profile.  Wherever a company profile name would appear, the system will substitute this alias.
  • Garage Name – Enter the name for the shop at the dealership. Service items will print with this name.